Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NERDWALLET, INC.NRDS · Entity 2280 | Chief Accounting Officer | September 01, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NERDWALLET, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 69,466 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 2,990 · Balance 69,466 F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2: Includes 49,024 RSUs payable solely in the Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs").
F2: Includes 49,024 RSUs payable solely in the Class A Common Stock of the Issuer.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 21:54 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,990 | $9.78 | $29,242.20 |
DisclosureSEC source: 0001628280-26-060550 · wk-form4_1788472476.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,466 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 49,024 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:29 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 3,263 | $8.75 | $28,551.25 |
DisclosureSEC source: 0001628280-26-040530 · wk-form4_1780522164.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,456 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 56,111 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 18, 2026 Filed Mar 21, 2026 00:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 28,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020299 · wk-form4_1774053477.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,719 F1 · shares: Represents Restricted Stock Units (RSUs) payable solely in Class A Common Stock of the Issuer. F2 · balance_after: Includes 63,845 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 05, 2026 Filed Mar 7, 2026 00:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 10,151 | $11.45 | $116,228.95 |
DisclosureSEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 4 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,202 F3 · kind: This sale reported on this Form 4 was executed by the Reporting Person in compliance with the manner of sale requirements of Rule 144, outside of a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.42 to $11.48 inclusive. The Reporting Person undertakes to provide to the Issuer, or any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F5 · balance_after: Includes 35,328 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass A Common Stock | 595 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 3 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,353 F2 · kind: Represents a bona fide gift made by the Reporting Person to a charitable donor-advised fund. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 298 | $11.45 | $3,412.10 |
DisclosureSEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 2 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,948 F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 5/29/2025. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:57 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 595 | $11.45 | $6,812.75 |
DisclosureSEC source: 0001628280-26-015782 · wk-form4_1772845068.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,246 F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 5/29/2025. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 00:38 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,827 | $11.08 | $31,323.16 |
DisclosureSEC source: 0001628280-26-014930 · wk-form4_1772671106.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,841 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 35,328 RSUs payable solely in Class A Common Stock of the Issuer. Read SEC document |
| December 03, 2025 Filed Dec 6, 2025 02:37 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 596 | $15.93 | $9,494.28 |
DisclosureSEC source: 0001628280-25-055679 · wk-form4_1764988635.xml · nonDerivative · entry 2 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,858 F2 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on 5/29/2025. Read SEC document |
| December 03, 2025 Filed Dec 24, 2025 01:04 UTC Amendment | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 1,191 | $15.93 | $18,972.63 |
DisclosureSEC source: 0001628280-25-058819 · wk-form4a_1766538259.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,263 F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 29, 2025. F2 · shares: The original Form 4 filed on 12/5/2025 misreported the number of securities sold due to administrative error. The correct number of securities sold is 1,191 as indicated in this amended filing. F3 · balance_after: Includes 41,282 Restricted Stock Units ("RSUs") payable solely in Class A Common Stock of the Issuer. Read SEC document |
| December 02, 2025 Filed Dec 6, 2025 02:37 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,511 | $15.41 | $38,694.51 |
DisclosureSEC source: 0001628280-25-055679 · wk-form4_1764988635.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,454 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). Read SEC document |
| October 02, 2025 Filed Oct 6, 2025 21:11 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GiftClass A Common Stock | 2,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044352 · wk-form4_1759785111.xml · nonDerivative · entry 2 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 65,965 F2 · kind: Represents a bona fide gift made by the Reporting Person to a charitable donor-advised fund. F3 · balance_after: Includes 47,234 Restricted Stock Units ("RSUs") payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| October 02, 2025 Filed Oct 6, 2025 21:11 UTC | NERDWALLET, INC. NRDS · Entity 2280 | SaleClass A Common Stock | 4,272 | $10.76 | $45,966.72 |
DisclosureSEC source: 0001628280-25-044352 · wk-form4_1759785111.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,020 F1 · kind: The sales reported for this transaction (on this Form 4) were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 29, 2025. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 01:28 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 2,511 | $10.26 | $25,762.86 |
DisclosureSEC source: 0002059347-25-000003 · wk-form4_1757035687.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,292 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 47,234 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 21:10 UTC | NERDWALLET, INC. NRDS · Entity 2280 | Tax withholdingClass A Common Stock | 1,985 | $10.52 | $20,882.20 |
DisclosureSEC source: 0001625278-25-000088 · wk-form4_1749071430.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,803 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligation due to the vesting of Restricted Stock Units ("RSUs"). F2 · balance_after: Includes 53,186 RSUs payable solely in the Class A Common Stock of the Issuer. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 21:27 UTC | NERDWALLET, INC. NRDS · Entity 2280 | GrantClass A Common Stock | 26,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001625278-25-000042 · wk-form4_1742938014.xml · nonDerivative · entry 1 Tatum Nicholas · CIK 0002059347 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,788 F1 · balance_after: Includes 59,139 Restricted Stock Units payable solely in the Class A Common Stock of the Issuer. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.